Follow the money: These stocks are ready to run

Workers from Select Energy Services at a Hess fracking site near Williston, N.D.

West Texas Intermediate crude oil prices have been negotiating the $50-per-barrel level since the beginning of the year, which indicates that investors have collectively identified it as an important directional decision point.

Meanwhile, market forecasters have been anything but decisive as a recent Wall Street Journal "Money Beat" column showed that major banks see WTI, the U.S. oil benchmark, ending the year in a wide range—anywhere between $52 to $84 a barrel.

But data from my firm, Asbury Research, is pretty clear: There is a great likelihood that the energy space and related stocks will strengthen from here over the next one to two quarters.